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Detailed Report
LARS GUNNAR OKESON
CRD#: 6016170
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Investment Adviser
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Previous Broker
CRESSET ASSET MANAGEMENT, LLCCRD#: 288566 1900 Reston Metro Plaza
Suite 900
Reston, VA 20190
Registration History
201220142016201820202022202420262 FIRMS2012 - 2016 (3 years)2 FIRMS2016 - 2016 (<1 year)IACRESSET ASSET MANAGEMENT, LLC (CRD# 288566)2020 - Present (4 years)IAPAGNATOKARP PARTNERS, LLC (CRD# 282298)2016 - 2020 (4 years)IASANFORD C. BERNSTEIN & CO., LLC (CRD# 104474)2013 - 2013 (<1 year)
License(s)

State Registrations

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Virginia 6/16/2020
Current Registration(s)
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CRESSET ASSET MANAGEMENT, LLC (CRD#:288566)
1900 Reston Metro Plaza Suite 900, Reston, VA 20190
Registered with this firm since 6/16/2020
Previous Registration(s)
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 06/06/2016 - 06/16/2020 PAGNATOKARP PARTNERS, LLC (CRD#:282298) Reston, VA
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 02/17/2016 - 06/07/2016 HIGHTOWER ADVISORS, LLC (CRD#:145323) Reston, VA
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 02/17/2016 - 06/07/2016 HIGHTOWER SECURITIES, LLC (CRD#:116681) RESTON, VA
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 07/26/2012 - 02/12/2016 ALLIANCEBERNSTEIN L.P. (CRD#:108477) WASHINGTON, DC
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 04/09/2012 - 02/12/2016 SANFORD C. BERNSTEIN & CO., LLC (CRD#:104474) WASHINGTON, DC
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 02/26/2013 - 04/08/2013 SANFORD C. BERNSTEIN & CO., LLC (CRD#:104474) WASHINGTON, DC
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.